
NVIDIA's Chief Financial Officer indicated that the ongoing supply constraints related to the Blackwell architecture are expected to persist into the next fiscal year. This was highlighted during a recent discussion, where it was noted that the supply issues would likely continue at least through the early part of fiscal year 2026. Despite these challenges, NVIDIA's stock rose by 0.3% following the announcement. Additionally, there are expectations of a profit warning from the company in the near future.
$NVDA profit warning next šÆ https://t.co/2t0xhYcyBI https://t.co/y8Vy3bOcK5
$NVDA's CFO said that Blackwell supply constraints will likely last into next fiscal year š¢ Stock is up 0.3% https://t.co/OUEdX9DvxA https://t.co/4zaTH3tfoQ
Didn't hear much new out of $NVDA- saying BW on track and obv still supply constrained thru at least early part of F'26
